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HSBC Conservative Hybrid Fund vs Axis Regular Saver Fund compare

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tortoise-icon HSBC Conservative Hybrid Fund - Regular Growth

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tortoise-icon Axis Conservative Hybrid Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HSBC Conservative Hybrid Fund - Regular Growth Axis Conservative Hybrid Fund - Regular Plan - Growth Option
Fund HSBC Conservative Hybrid Fund - Regular Growth Axis Conservative Hybrid Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderately High Moderately High
Asset Size (Cr) ₹149 Cr ₹236 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹1000 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 24 Feb 2004 16 Jul 2010
Category Conservative Conservative
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index NIFTY 50 Hybrid Composite Debt 15:85
Turn Over 27% 64.15%
Expense Ratio 2.17 2.2
Manager Mahesh A Chhabria Devang Shah
ISIN Code INF336L01099 INF846K01693
Exits Load Data not available./365 Axis Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name HSBC Conservative Hybrid Fund - Regular Growth Axis Conservative Hybrid Fund - Regular Plan - Growth Option
1 Month -1.14% 0.05%
6 Month 0.28% 2.1%
1 Year 1.28% 6.29%
3 Year 9.33% 7.33%
5 Year 7.53% 6.75%

SIP Return Analysis

Scheme Name HSBC Conservative Hybrid Fund - Regular Growth Axis Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month -1.47% 1.03%
1 Year 1.69% 5.45%
3 Year 7.67% 7.15%
5 Year 7.9% 6.76%

Rolling Lumpsum Returns

Scheme Name HSBC Conservative Hybrid Fund - Regular Growth Axis Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year 9.1% 7.31%
3 Year 8.5% 7.32%
5 Year 8.84% 7.83%

Risk Management

Scheme Name HSBC Conservative Hybrid Fund - Regular Growth Axis Conservative Hybrid Fund - Regular Plan - Growth Option
Standard Deviation 4.74% 3.83%
Sharp 0.58% 0.42%
Beta 1.31% 0.53%
Alpha - -1.09%

Fund Managers

Scheme Name HSBC Conservative Hybrid Fund - Regular Growth Axis Conservative Hybrid Fund - Regular Plan - Growth Option
Name Mahesh A Chhabria Devang Shah
Total AUM ₹15021 Cr ₹60014 Cr
Funds Managed 9 15
HSBC Conservative Hybrid Fund - Regular Growth Axis Conservative Hybrid Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

HSBC Conservative Hybrid Fund - Regular Growth

Axis Conservative Hybrid Fund - Regular Plan - Growth Option

Others 81.91 78.85
Large Cap 8.42 20.14
Mid Cap 6.21 1.01
Small Cap 3.46 -

Sector Allocation

Scheme Name

HSBC Conservative Hybrid Fund - Regular Growth

Axis Conservative Hybrid Fund - Regular Plan - Growth Option

Others 81.38 78.54
Industrials 8.28 1.3
Technology 1.97 2.79
Financial Services 1.47 8.04
Consumer Cyclical 5.77 1.35
Utilities 0.53 0.85
Healthcare 0.01 2.07
Real Estate 0.58 -
Energy - 2.53
Consumer Defensive - 1.19
Communication Services - 0.92
Basic Materials - 0.42

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